YWS
PDEC icon

Yarger Wealth Strategies’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Yarger Wealth Strategies’s Portfolio PDEC Stock Details PDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.19M Hold
69,115
– – 1.16% 21
2026
Q1 		$2.94M Sell
69,115
-5,115
-7% -$222K 1.19% 21
2025
Q4 		$3.22M Sell
74,230
-726
-1% -$31K 1.38% 19
2025
Q3 		$3.15M Sell
74,956
-6,505
-8% -$266K 1.44% 19
2025
Q2 		$3.26M Sell
81,461
-434
-0.5% -$16.6K 1.7% 17
2025
Q1 		$3.08M Sell
81,895
-454
-0.6% -$17.5K 1.8% 15
2024
Q4 		$3.16M Buy
82,349
+4,667
+6% +$180K 1.82% 16
2024
Q3 		$2.98M Hold
77,682
– – 1.65% 19
2024
Q2 		$2.91M Sell
77,682
-3,383
-4% -$125K 1.75% 19
2024
Q1 		$2.97M Sell
81,065
-6,289
-7% -$225K 2.02% 16
2023
Q4 		$3.07M Buy
87,354
+11,813
+16% +$395K 2.47% 16
2023
Q3 		$2.44M Sell
75,541
-814
-1% -$27.2K 2.08% 18
2023
Q2 		$2.54M Hold
76,355
– – 2.28% 16
2023
Q1 		$2.4M Hold
76,355
– – 2.63% 13
2022
Q4 		$2.28M Buy
+76,355
New +$2.28M 2.83% 13

Other funds holding PDEC

MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return